For this episode of Wholesaler Masterminds Radio we found you a former insider.
One who is willing to share his thoughts about how you can form relationships with COIs.
Schmeeks, Formally Known As Wholesalers
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”.
In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some.
As I looked through the various business cards collected I saw all versions of alternate terminology.
And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.
Looking To Improve Your Wholesaling Productivity?
The factoid continues to rattle around my brain.
When the guest on our podcast shared it, as the interviewer I was incredulous.
And The Wholesaler Said, “Enough About Me, Let’s Talk About Me”
At a recent 2 hour workshop session for a group of wholesalers, one of the activities we did was strengthening the quality of the questions that they asked both existing advisors (to deepen the relationship) and prospects (to find the point of pain).
Parkinson’s Law and the Importance of Time Blocking Your Calendar
The elusiveness of time.
Such as opening email first thing on an office day.
And two hours later finding yourself mindlessly sorting your email filing system.
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